While D-Tools Cloud recommends setting labor on an individual item through category rules and labor types, we recognize that this can take valuable time away from quickly building quotes, so we want to provide a way to add labor line items through services. If you want to assign by product through category rules or product by product, check out this article.
If you are smaller and don't have the time to associate labor to each product, and your jobs are small enough to estimate labor by location, by system, or even for the entire project, then you can use services to do this.
Have Created Labor Types
Make sure you have created the different labor types with the associated cost, price, and other settings prior to creating a service. More on labor types here.
Create a Service
Go to the catalog and click the services tab in the navigation. Click the New Services button in the upper right. This will open a modal to enter in the labor types.
Here, you can get creative as you want, adding many labor types or just one simple installation type. To keep it simple, we have just added 10 hours of installation, calling our service Installation Labor.
After you create the service, you can add a description and image if you like.
Add it to Your Quote
Now lets go to the quote you have been working on. Search for it in the search bar, and add to your quote.
After you have added it to your quote, you will click on the item and open up the sidebar. Here you can edit the time for the labor, or even just set a fixed price.
Now when you present the proposal it will show the service Installation Labor as a line item for your customer
...and will show labor in the summary of the proposal
This is very powerful because you can add multiple services for different installation types or roll them up into one labor item.
View Labor in Reports
Also you can view labor separate from products in the different reports D-Tools Cloud offers, helping you manage your margins and business.